UNIQ Family Wealth

Initial consultation free
Financial Planning you can trust; today, tomorrow and for the future.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MS Marlene Outrim M.sc(Econ)
Managing Director
MRS Carrie Garrett BSc (Hons)
Financial Planner

What our clients say

When I first spoke with Gemma (The Financial Planning Director at UNIQ) I was recently retired and was worried as to whether I could maintain my lavish lifestyle throughout my retirement. We chatted...
Jeff & Ann
In 2004 I was coming up to retirement as the Principal of Gwent College in Newport. I was to receive a reasonably large cheque and had other money available to invest. The college set-up an initial...
John & Ruth
John was looking to retire, just before his sixtieth birthday. We realised we needed professional advice to understand if we could afford to do so, and to set-up any required structures to produce a...
Mike & Christine
We own and run a successful design and print company, which we established many years ago. As business owners we were aware that certain benefits apply when it comes to the structuring of our...
I was referred to UNIQ Family Wealth by existing clients, who I have been friends with for many years. They highly recommended Marlene, the Managing Director at UNIQ, at a time when my husband Graham...
Bryan & Janet
We first started working with UNIQ Family Wealth when we were planning for Bryan’s retirement from his role as Vice Chancellor, University of Wales. At the time Bryan managed our investments in the...


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